Alpha-Rich Ideas
CECO Environmental: Taking Advantage Of Clean Air And Water Trends
by DAG1996
Editor's notes: CECE's recent acquisition is a bigger deal than the market has factored in yet. 30% upside on a conservative basis as long-term trends continue to play out.
Forest Labs: Finally Time To Buy Again - Favorably Skewed Risk-Reward In The Next 24 Months
by Buddy Lyons, CFA
Editor's notes: FRX's diversification efforts are paying off. A broader and lower-risk pipeline should turn investors' heads to the tune of 100% upside.
The Margin Expansion Story At Hillshire Brands Makes Shares Attractive
by Mike Arnold
Editor's notes: A sell-off due to transitory cost issues has left HSH shares selling cheaply. 20% upside as margins grow and the company's valuation catches up to peers.
Softbank Vs. Mr. Market On Sprint: Place Your Bets
by Ted Barac
Editor's notes: Buysider Ted Barac revisits Sprint after the Softbank deal and finds shares are still a bargain. Short-term issues have had an exaggerated effect on shares, offering room for upside.
Breaking Alpha-Rich Ideas (for Pro Subscribers. Learn more»)
This Oil Company Is A High Yield, High Growth Play With 30%+ Upside Potential by Caiman Valores
Recent Presentation Gives Us The Catalysts Necessary For A Buy Of This Restaurant Stock by Shaun Currie, CFA
Follow The 'Pros' Into This Stock? by Whopper Investments
This Company Offers Tax-Efficient Structure And Superior Management by Ashleigh Rogers
Long Ideas
Don't Be Misled By Recent Diluted EPS, Verizon Still A 'Buy' by Leah Frakes
Microsoft Could Outstrip Apple's Market Value In The Next Year Or Two by Michael Blair
Insieme - Cisco's Likely Strategic Objectives by Nikos Theodosopoulos
Kodiak: One Solid Oil Stock To Buy by Fusion Research
Welcoming Twitter To Wall Street by Wall Street Strategies
What To Do With ConocoPhillips? by Fusion Research
Walgreen: Right Time To Invest In This Drug Store? by Fusion Research
Verizon Is Definitely A Buy by Muhammad Bazil
TriQuint And The Paradox Of #2 by Stephen Simpson, CFA
Ann Inc.: Good Performance At A Good Price by Jon Mack
Sirius XM CFO Discusses Vertical Integration by Crunching Numbers
Chevron: The Land Down Under Opportunity by Fusion Research
Chipotle: An Evergreen Stock You Must Buy by Fusion Research
Future Of This Global Shipper Is Still Bright by Adnan Riaz
Bill Barrett's Transformation Can Fuel Further Gains by Stephen Simpson, CFA
FedEx: Another Growth Story? by Fusion Research
Monsanto: Back On The Growth Track? by Fusion Research
Why Is It The Right Time To Buy Nuance by Fusion Research
SodaStream: Where From Here? by Fusion Research
Sigma Designs Offers A Compelling Risk/Reward by Ashraf Eassa
What Are You Missing In The 3D Printing Industry? by Fusion Research
PC-Tel May Have The Right Combination For The Next Leg by Stephen Simpson, CFA
Seadrill: If You Buy This Stock, What Are You Paying For? by Jeff Williams
Sprint's Turnaround Should Eventually Convert Customers And Investors Too by Zvi Bar
Exelon: A Few Reasons Why I'm Long by Heather Ingrassia
Building And Industrial Systems Consolidation A Key Focus For United Technologies by Julie Young
Global Partnerships Helping Grow Alcatel-Lucent Value by Leah Frakes
Arena's Belviq Sales Pass 4,000 On IMS by Spencer Osborne
Discovery Laboratories: What The Marketing Approval Of Surfaxin Could Mean To The Stock by Smith On Stocks
ICG Group: Procurian Divestment Creates Pure Cloud Player Trading At Low Multiples by The Value Investor
Meru Networks: This $3 Tech Stock Has Significant Upside And Takeover Potential by Hawkinvest
Who Would Buy BlackBerry? Why? by Sramana Mitra
Going Neutral On Marvell by Paulo Santos
An Overlooked Opportunity: WhiteWave Foods, A Long Thesis by Drew Hutcheson
Nokia: Opportunity With Above-Average Rebound Potential Still Exists by Achilles Research
SanDisk: I Remain Bullish by Bottom Up Investing
USA Truck Presents 30% Upside As The Target Of A Takeover by MTF Investing
Apache A Strong Buy On Overblown Egypt Fears, Asset Restructuring, Low Valuation by Achilles Research
CACI Fighting A Rising Tide by Stephen Simpson, CFA
Century Casinos: An Undiscovered Gem by Marshall Hargrave
Castle Brands: It's Not Too Late To Fill Up Your Cup With This Turnaround Stock by Charles Fox
Procter & Gamble: Your Dream-Bet In Consumer Staples by Aurora Analytics
Stratasys Set To Grow by IAEResearch
Biglari Wants To Create More Value At Cracker Barrel by Valuentum
Groupon's Achilles' Heel: Blue Calypso's Patents by Natty Greene
Keep Calm And Let The U.K. Carry Ford On by Quoth the Raven
SunPower's Margins Lifted By Utility Scale Solar And Higher Value Markets by Trefis
American Capital's Roaring Buybacks by Stone Fox Capital
A Look At Abbott's Branded Generic Drug Business by Trefis
Forbes Energy Services Is An Attractive Oilfield Services Provider With Multiple Catalysts by John Leonard
Advances In Battle Against Cancer Has CytRx Up More Than 40% For Quarter by Jonathan Yates
Zecotek, A Potential Big Winner In PET Scanner Space by Brian Marckx
Meru Networks: Ubiquiti On The Cheap? by Paulo Santos
Jones Soda: Restructuring Well Underway, With Further Upside Ahead by Helix Investment Research
NetSol Technologies, Inc.: Is There Fire Behind That Smoke? by William Garrison
Thor Industries: On The Road Higher by Marshall Hargrave
A High Risk-High Reward Biopharma With Two Pending Catalysts by EnhydrisPECorp
Short Ideas
When Will Salesforce.com Stock Crater? Some Thoughts by Michael Blair
BlackBerry Shareholder Activists Have No Case by Kofi Bofah
Nathan's Famous: It's Now Famous For Being Overvalued by Marshall Hargrave
Expensive Himax Technologies Is A Short Candidate - For Now by Vinay Kumar Singh
BlackBerry Is Not Going Down Because Of Bloated Inventories by George Kesarios
Anadarko Petroleum: Time To Sell And Take Profits by Achilles Research
Where There Is Smoke, There Is Fire: Fab Universal Corp. Just Rewrote History by Light Tower
Kandi: Experts Weigh In On China's EV Market by Richard Pearson
Did Tesla Motors Reputation For Perfection Just Go Up In Smoke? by David White
Quick Picks & Lists
Twitter And The Inefficient Market by Mike Arnold
Groupon: Is There A Way Beyond Daily Deals? by Fusion Research
Sirius: The Next Apple Victim? by Fusion Research
Bear Of The Day: GSE Holdings by Zacks Investment Research
Bull Of The Day: American Woodmark by Zacks Investment Research
Affordable Care Act: Eye Care Shopping List by Mark W. Bertolin
Is Pershing Square Done Restructuring? by Matt Stewart
Tesla's Buzz On Hold by BubbleBustInvesting
Twitter IPO Could See Big Win For GSV Capital And Firsthand Technology Value Fund by BuySellShort
Why Verizon And AT&T Are Sells by Bruce Vanderveen
Why Intel Stock Is Not A Lousy Investment by Alex Jordon
How To Capitalize On An Enduring Shutdown by Mark Sutton
Monsanto: Now The Big Data Buzz Hit The Agriculture Industry. by Vivek Gupta
Nike Faces A Major Hurdle: Resistance by Stock Traders Daily
IMAX - Broker Pessimism Does Not Create An Opportunity Yet by The Value Investor
Bear Of The Day: Genomic Health by Zacks Investment Research
Analyzing Some Of Carl Icahn's Top Holdings by Bret Jensen
Fund Holdings
4 Dividend Stocks With 4 Big Hedge Fund Buyers by Insider Monkey
Insider Ownership
Lumber Liquidators: The Classic Wall Street Insider Promote by Tufenk
Insiders Are Buying Inter Pipeline by Markus Aarnio
IPO Analysis
3-D Printing: Another Player Joins The Fray, But Where Will It Fit? by Renu Singh
Twitter IPO Is Red Hot, Seeks $1 Billion by Don Dion
Flash Memory Arrays Coming Out Of The IPO Woodwork by Technology Assessment Group
Why are you receiving this? You subscribed to Investing Ideas at Seeking Alpha.
Unsubscribe from this email or manage all your Seeking Alpha email choices here.
To ensure you receive these emails in the future, please add account@seekingalpha.com to your address book, contacts or list of safe senders.
Sent by Seeking Alpha, 345 7th Ave. Suite 1400 New York, NY 10001
No hay comentarios:
Publicar un comentario